Coastwise Capital Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
3,538
+128
| +4% | +$37.1K | 0.82% | 33 |
|
|
2025
Q1 | $837K | Sell |
3,410
-2,907
| -46% | -$713K | 0.7% | 40 |
|
|
2024
Q4 | $1.51M | Sell |
6,317
-408
| -6% | -$97.8K | 1.21% | 22 |
|
|
2024
Q3 | $1.42M | Buy |
6,725
+150
| +2% | +$31.6K | 1.17% | 22 |
|
|
2024
Q2 | $1.33M | Sell |
6,575
-448
| -6% | -$90.6K | 1.27% | 19 |
|
|
2024
Q1 | $1.41M | Sell |
7,023
-1,169
| -14% | -$234K | 1.3% | 17 |
|
|
2023
Q4 | $1.39M | Buy |
8,192
+229
| +3% | +$39K | 1.42% | 15 |
|
|
2023
Q3 | $1.15M | Sell |
7,963
-407
| -5% | -$59K | 1.32% | 17 |
|
|
2023
Q2 | $1.22M | Buy |
8,370
+621
| +8% | +$90.3K | 1.38% | 16 |
|
|
2023
Q1 | $1.01M | Buy |
7,749
+849
| +12% | +$111K | 1.15% | 26 |
|
|
2022
Q4 | $925K | Buy |
+6,900
| New | +$925K | 1.1% | 25 |
|
|
2022
Q3 | – | Sell |
-6,551
| Closed | -$738K | – | 100 |
|
|
2022
Q2 | $738K | Buy |
+6,551
| New | +$738K | 0.9% | 30 |
|